-100.0%
VIVK vs ONTO
+696.1%
-796.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +4.6% | -12.0% | -7.7% |
| 7D | -4.4% | +4.9% | -9.3% | -4.7% |
| 30D | -40.8% | -16.6% | -24.2% | -40.1% |
| 3M | -94.1% | -7.3% | -86.8% | -94.2% |
| 6M | -98.2% | +45.9% | -144.1% | -98.3% |
| YTD | -98.0% | +78.2% | -176.2% | -98.2% |
| 1Y | -100.0% | +159.8% | -259.8% | -100.0% |
| 3Y | -100.0% | +123.4% | -223.4% | -100.0% |
| 5Y | -100.0% | +265.8% | -365.8% | -100.0% |
| All | -100.0% | +696.1% | -796.1% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ONTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling